Workflow Enrichment Actions

Workflow Enrichment Actions by Integration Glue is an app available on the HubSpot Marketplace that empowers your workflows by seamlessly copying and enriching data from various sources like meetings and user profiles. This app makes it easy to retrieve, update, and use HubSpot data and external integrations within your workflows, automations, segmentation, and reporting.

Enhance the data associated with your records, trigger specific follow-up actions, and streamline data syncing processes. Whether you need to copy HubSpot user details, meeting data, or both, this app enables you to automatically enrich records, create personalized experiences, and improve decision-making.

Copy data from tricky sources like meetings and user profiles. Use this data in automations, segmentation, document merging, and reporting.

With the Workflow Enrichment Actions from Integration Glue, you can supercharge your workflows by seamlessly adding automated steps to retrieve, update, or enrich data within HubSpot and other integrated platforms.

These actions allow you to dynamically enhance records, streamline data syncing, and trigger specific follow-up actions, making it easier to create personalized, data-driven workflows

Features

Copy owner details to record property

• Copy HubSpot user details from record owners so you can use this information in documents, exports, emails, etc.
• Select users based on owner properties.
• Copy user email, First name, Last Name, First & last name, Unique ID, User ID, Created at, Last updated at, Is archived and Name of all user teams that the owner is in.
• Copy user.

Copy recent meeting details to record property

• Extracts specific meeting data to use for automation, segmentation, reporting, and creating new records.
• Select which meetings to use and set the properties to add meeting data to.
• Copy Meeting dates & times, owners, teams, body preview, type, source data, external URL, guest emails, location, outcomes and more.
  
  

Support / Knowledge Base 

• Install HubSpot Workflow Enrichment Actions
• What does the 'Copy Owner Details to Record Property' action do?
• What does the 'Copy Recent Activity Details' action do?
• What does the 'Create a Note From Properties' action do?
  
  
• HubSpot marketplace listing
• Enrichment Actions knowledge base
• Install here

Usage & pricing

When you register for Integration Glue, you will get access to a whole bunch of HubSpot data and productivity apps, such as Actions to Clone records (including associated records), get User/Owner information and add to a Property or calculate a date.

Integration Glue pricing is based on utilization, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.

• There are 3 actions in this app
  • 'Copy recent meeting details' and 'copy owner details to record property' actions use 2 credits
  • 'Create a note from properties' uses 3 credits 

Includes 100 credits; Actions use 2 - 3 credits each time they run = 33 - 50 runs of Custom Actions per month (dependent on the actions used).
Get started on our free plan - No credit card required, can cancel at anytime 

Starter

Includes 10,000 credits; Actions use 2 - 3 credits each time they run = 3,333 - 5,000 runs of Custom Actions per month (dependent on the actions used).

Professional

Includes 100,000 credits; Actions use 2 - 3 credits each time they run = 33,333 - 50,000 runs of Custom Actions per month (dependent on the actions used).

Enterprise

Includes 1,000,000 credits; Actions use 2 - 3 credits each time they run = 333,333 - 500,000 runs of Custom Actions per month (dependent on the actions used).

Integration Glue does not retain any data or files when using this app; it simply reads and outputs data to your own HubSpot portal.
Have other or more specific requirements? Integration Glue offers custom integration services on all our apps and from-scratch build services. 

Can't find what you're looking for? Let us know we are releasing new apps and enhancements monthly.